"Bond Risk and How to Avoid It" Complimentary Seminar

207 S. Tamiami Trail,Venice FL 34285

22 February, 2023

Description

Are your “safe” assets actually the riskiest? Did they lose value more than expected when the market pulled back? Avoiding high yield (junk) bonds, Step-up notes, indexed annuities and leveraged assets can allow your portfolio to hold its value in bull and bear markets. Learn how portfolio managers analyze and screen fixed income assets. If you have mutual funds, exchange traded funds or individual bonds, this presentation will help in many ways. Presented by Christopher Eckstrom, MBA, Portfolio Manager Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal. Englewood Bank & Trust offers complimentary document reviews to help you prepare yourself and your family for your financial futures. Learn more in our video or schedule your appointment today.